![]() After you download transactions from Wells Fargo Advisors, Quicken displays the Online Update Summary window.To review and accept downloaded transactions into my Quicken transaction list Quicken will match downloaded information during the account reconciliation process and will only import transactions that have not been previously downloaded.Transaction activity (for securities and cash transactions) is available to download as of trade date-not the settlement date.IRAs (only those made up of brokerage products Certificate of Deposit IRAs are excluded).Asset management accounts (Brokerage Cash Services Program).Standard brokerage accounts (including fee-based accounts).The following brokerage accounts can be downloaded:.During this processing time, the most current account data may not be available for all accounts. Wells Fargo Advisors processes each day’s transactions between 2:00a.m. ![]() Up to 120 days of your transaction history (Activity) is available (from the day you enrolled for Quicken access.).ET) for Balances and Positions (Holdings) Account information is available from the previous day’s market close (4:00p.m.
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